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Wealth Planner: Strategic Financial Planning Expert

Job in Salt Lake City, Salt Lake County, Utah, 84193, USA
Listing for: Sequoia Financial Group
Full Time position
Listed on 2025-12-23
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services, Financial Analyst
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A growing Registered Investment Advisor is seeking a motivated Wealth Planner to prepare comprehensive financial plans and collaborate with client-facing advisors. The role requires a Bachelor's degree in Financial Planning or Finance, a CFP® certificate, and 3-5 years of experience in financial planning. Responsibilities include gathering client data, producing analytical reports, and offering expertise in wealth planning. Ideal candidates have strong technical knowledge and excellent communication skills.

This full-time position is based in Salt Lake City, Utah.
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